Ask Finny and send it documents
Answers to finance questions, and documents processed without opening each module.
Before you start
- A Finday account in the active company. Finny only sees data you are allowed to see.
- For documents: a photo or PDF, CSV or Excel, up to 20 MB.
Steps
Step 1: Open Finny
In the sidebar, choose Agents, then Finny, or click Ask Finny in the top bar from any page.
Screenshot coming soon
The Finny panel with the question box.
Step 2: Ask a question
Type your question, for example how much receivable is due this month, then click Send.
Screenshot coming soon
A question to Finny and its answer.
Step 3: Send a document
Click Attach file, choose a photo or PDF of the bill, and write the request, for example process this bill. Click Send. Finny shows Document received and the document appears in Agents › DocVision.
Screenshot coming soon
A bill attached in Finny with the Document received note.
Step 4: Approve or reject a draft
If Finny prepares a draft, check its card, then click Approve or Reject. To start over, click New conversation. Earlier conversations are in History.
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A Finny draft card with the Approve and Reject buttons.
When you are done
- Finny answers from the active company's data.
- A document sent with a request to process it, such as process this bill, goes to the DocVision queue. Without such a request, Finny only inspects it in the conversation.
- If Finny prepares a draft, it only runs after you click Approve.
Common problems
Finny says it is in read-only safe mode
Finny can inspect, explain and query data, but may not create or change documents yet. The owner or an admin sets this in Finny controls.
The document doesn't appear in DocVision
Write a clear request with the attachment, for example process this bill or record bill.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.